Frequently asked questions

Are you a CPA?

No. I am not a CPA. I have been in the accounting industry for 10 years. I hold numerous bookkeeping and tax prep certifications but am not a CPA.

Do you meet on the weekends or at night?

Yes. I am very flexible and will work around your schedule.

Can I bring my kids to the meeting?

Yes. I have kids and understand the busy schedules. Bring the kiddos and I'll provide the coloring books.

Do you have an office or work from home?

Both. I have a formal office in the World Golf Village for client meetings, but I work mainly out of my home.

How do I upload documents to SmartVault?

How to sign documents via RightSignature?

Can you file my return before I pay your fee?

No, I do not file any tax returns until I am paid in full.

Can you deduct your fee from my refund?

No, we have chosen to not partake in any bank services that would allow this functionality. This keeps our fees low.